Cetera Trust Company’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
250
-100
| -29% | -$16.3K | 0.02% | 228 |
|
|
2025
Q1 | $64.2K | Hold |
350
| – | – | 0.04% | 213 |
|
|
2024
Q4 | $77.4K | Hold |
350
| – | – | 0.05% | 205 |
|
|
2024
Q3 | $90.2K | Sell |
350
-100
| -22% | -$25.8K | 0.06% | 208 |
|
|
2024
Q2 | $116K | Hold |
450
| – | – | 0.07% | 197 |
|
|
2024
Q1 | $122K | Hold |
450
| – | – | 0.07% | 195 |
|
|
2023
Q4 | $109K | Buy |
+450
| New | +$109K | 0.07% | 190 |
|